Allan Dunlap LUTCF, AIF®

Allan Dunlap LUTCF, AIF®

Managing Associate

For over 30 years, Allan has been helping individuals and families, as well as business owners with Business Needs Analysis, take control of their financial future, staying true to his investment philosophy, a philosophy that emphasizes consistency in a world of change.

Allan graduated from New Mexico State University in 1974 with a Bachelor of Business Administration degree.  He started his insurance career in October 1975 with Fidelity Union, which he qualified for Fidelity Union Life's Hall of Fame in 1982, and obtained his securities license registration in 1986.

Allan has 27 years as a Qualifying and Life member of the Million Dollar Round Table*, an association of financial professionals in global life insurance and financial services, with 14 years Court of the Table and 8 years Top of the Table qualifications.  He is currently holding Top of the Table status.  He served on the Financial Advisory Committee with Columbus Life Insurance Company from 2012 – 2015.  He is a member of the Texas Leaders Round Table.

Allan is an active member of the community as a life member of the Chamber of Commerce and Leadership Brazos Valley.  He is a former President of the local chapter of Life Underwriters, Brazos Valley Estate Planning Council and Brazos Valley Charities.  He received the Man/Youth Award for the Boys and Girls Club in 1995.  He has been a member of the Million Dollar Round Table 30 years running.  17 of those years he qualified as Court of the Table and 8 years at Top of the Table.

Allan Dunlap's licenses and certifications include:

  • AIF® - Accredited Investment Fiduciary - The Accredited Investment Fiduciary (AIF) Designation represents a knowledge of and ability to apply the fiduciary practices
  • LUTCF - Life Underwriter Training Council Fellow 

 

*The Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Top of the Table is exclusive to MDRT's top membership level. It is unique in that it is designed to help high performers improve their professional and personal lives simultaneously. 

 

These awards are not indicative of future performance. Working with a Million Dollar Round Table professional is no guarantee of future investment success.

Phone 979-260-9629
Fax 979-260-1043